Ioannis Meras
Ioannis Meras is a registered investment advisor at United Planners' Financial Services of America a Limited Partner, based in San Jose, CA, with 40 years of industry experience. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 26,942 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
United Planners' financial professionals offer portfolio management services for a fee, also known as an advisory fee. This fee is determined based on the complexity of the service, knowledge, skill, technology, and access warranted to satisfy the client's needs. The advisory fee may also include financial planning and consulting services. The maximum advisory fee is 3.0% annually, but may be lower for Pershing accounts due to a separate program fee. United Planners does not have a minimum advisory fee or a predetermined fee schedule.
Location
3150 Almaden Expressway, Ste. 239, San Jose, CA, 95118
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ioannis is an insurance agent selling non-variable insurance since 2008 and also operates under the DBA "Meras Financial" for marketing purposes. Additionally, Ioannis acts in a fiduciary capacity to trade his mother's account since 2025.
Employment History
Current Registrations
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
Previous Registrations
Associated Securities CORP.
Associated Planners Investment Advisory INC
Associated Securities CORP.Broker
Wm Funds Distributor, INC.Broker
Pacific Select Distributors, INC.Broker
Keyport Financial Services CORP.Broker
Enex Securities CorporationBroker
Kensington Financial, INC.Broker
Jones International Securities, LTD.Broker
Merrico Investments CorporationBroker
Milk St. Investment CORP.Broker
Phoenix Securities, INC.Broker
First Affiliated Securities, INC.Broker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.